Bartlett & Co. Wealth Management LLC
- SEC CIK
- 0002010186
- Latest filing
- Jul 24, 2026
PPLI holding history
People Inc in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PPLI overviewAll 13F holders of PPLIFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 14
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −1,250−100.0% | Sold out | Holders |
| Q4 2025 | 1,250 | $48.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,250 | $42.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,250 | $46.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,250 | $57.4K | <0.1% | −430−25.6% | Reduced | Holders |
| Q4 2024 | 1,680 | $72.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,680 | $90.4K | <0.1% | −675−28.7% | Reduced | Holders |
| Q2 2024 | 2,355 | $110.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 2,355 | $125.6K | <0.1% | −200−7.8% | Reduced | Holders |
| Q4 2023 | 2,555 | $136.1K | <0.1% | −100−3.8% | Reduced | Holders |
| Q3 2023 | 2,655 | $133.8K | <0.1% | −275−9.4% | Reduced | Holders |
| Q2 2023 | 2,930 | $184.0K | <0.1% | +2,930 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −21−100.0% | Sold out | Holders |
| Q1 2022 | 21 | $2.11K | <0.1% | +21 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −21−100.0% | Sold out | Holders |
| Q3 2021 | 21 | $2.74K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 21 | $3.24K | <0.1% | +21 | New | Holders |